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Register of Experts

Showing 1 - 17 of 19 Expert(s) found in All Categories
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  • Featured Lister
    George A. Jouganatos PhD
    Principal Economist
    George A. Jouganatos, Ph.D. Consulting

    2001 T Street
    Sacramento, CA 95811-6823

    Phone: (916) 739-1132
    Alternate: (916) 743-2339
    Fax: (916) 452-3311
    Email: george@jouganatos.com
    www.jouganatos.com

    Specialties
    Economics, finance, management, statistics. Reasonable fees, efficient, responsible, and excellent research, analysis & testimony for business valuations, loss of earnings, income, benefits, retirement, profits, household services & future expenses. Loss calculations owing to injury, death, wrongful termination, employment discrimination & business issues. Labor market studies, surveys, performance measures. Assist in the preparation of interrogatories, discovery and depositions. Excellent track record, client list & references. Much of my litigation consulting is in the Bay Area. Taught numerous MCLE courses on economic analysis.
    Degrees/Licenses
    B.S., M.A., Ph.D.
    Formal Education
    B.S., M.A., Ph.D. (1989), Economics, University of California.
    Previous/Current Position
    More than 29 yrs university faculty: University of California, Davis, University of California, Santa Cruz. California State University, Sacramento, & University of San Francisco. Teach various courses in economics, finance and business management. 27 years consulting experience.
    Honors/Awards
    Faculty Research Fellows Grant from the Center of California Studies (2000 & 2012), California State University, Sacramento; numerous contracts from California state government agencies 1991-2001 for applied research and analysis, incl Governor’s Office of Planning and Research. Chancellor’s Patent Fund Grant, Humanities Graduate Student Research Grant and Teaching Assistant Fellowship.
    Prof. Affil.
    National Association of Forensic Economics, Sacramento County Bar (associate), American Economic Association, Association for Evolutionary Economics, The Friends of Mt. Athos Society.
    Publications
    Two on-line MCLE technical articles and examinations regarding economic analysis in personal injury and employment matters. Four on-line MCLE videos on economic analysis in employment, personal injury and wrongful death, business cases, and effective use of experts. Technical article on the issue of the appropriate discount rate in litigation. A seminal research book on the development of the Greek economy. Many technical reports for state agencies. My publications/reports have been cited numerous times by other authors.
    Prior Expert
    Cases include employment, business valuations, divorce, injury, death, lost profits, immigration, medical malpractice. Approx 750 cases (state & federal) and 200 law firms. Other states and B.C., Canada. Additionally, applied research and analysis for state government, insurance and financial institutions. Instructor - 30 MCLE seminars. Attended MCLE classes. Interviewed by media for commentaries on economics 50+ occasions. Several public lectures on various topics in economics.
  • Featured Lister
    Advisors/Experts @ MCS Associates
    Norman Katz
    Managing Partner

    17731 Irvine Blvd.
    Suite 200
    Tustin, CA 92780-

    Phone: (949) 263-8700
    Fax: (949) 263-0770
    Email: experts@mcsassociates.com
    www.mcsassociates.com

    Specialties
    Nationally recognized banking / financial services consulting group (established 1973). Experienced litigation consultants / experts: bankers, consultants, economists, accountants, appraisers. Specialties: Banking operations; Lending policies and practices (all types); Real estate transactions / appraisal; Trust, Securities, Investments; Economic analysis; Valuations / damages assessment; forensic accounting, Actuarial analysis.
    Degrees/Licenses
    MBAs, PhDs, CPAs, ASA/MAIs.
  • Featured Lister
    Mae Lon Ding MBA
    President
    Personnel Systems Associates, Inc.

    P.O. Box 28597
    Anaheim Hills, CA 92809-

    Phone: (714) 281-8337
    Fax: (714) 281-2949
    Email: mding@personnelsystems.com
    www.personnelsystems.com

    Specialties
    Employment discrimination; Executive and employee compensation; Lost wages/benefits; Employability; Performance appraisal; Personnel policies/procedures; Wrongful termination; Determination of "reasonable employee compensation" in business taxation/divorce cases (spouse working in family-owned business), overtime exemption.
    Degrees/Licenses
    MBA, CCP.
  • Featured Lister
    Nora Ostrofe MBA
    Senior Manager
    HSNO

    San Francisco Headquarters
    1330 Broadway, Suite 430
    Oakland, CA 94612-

    Phone: (510) 388-4415
    Alternate: (510) 740-0376
    Fax: (510) 740-0392
    Email: nostrofe@hsno.com
    www.hsno.com

    Specialties
    Professional, affordable economic loss valuation in business, personal injury (including medical malpractice), wrongful death, employment, and marital litigation. Offices in Southern California also.
    Degrees/Licenses
    BA, Economics, UCLA; MBA, St. Mary's College; Certificate in Accounting, UC Berkeley; Accredited Valuation Analyst, NACVA; Certified Earnings Analyst, AREA.
  • Featured Lister
    Baker Tilly (formerly RGL Forensics)
    Frank A. Wisehart CPA
    Partner

    505 Montgomery Street
    Suite 600
    San Francisco, CA 94111-

    Phone: (415) 593-1323
    Alternate: (415) 956-8323
    Fax: (415) 956-1405
    Email: frank.wisehart@bakertilly.com
    www.bakertilly.com
    www.linkedin.com/company/baker-tilly-virchow-krause-llp

    Specialties
    In December 2018, RGL Forensics merged with accounting and advisory firm Baker Tilly Virchow Krause, LLP (Baker Tilly), creating a premier global forensics practice. Baker Tilly's Global Forensics team is a leading FORENSIC ACCOUNTING, BUSINESS VALUATION and CONSULTING practice that specializes in the legal, corporate and insurance markets globally. Its accountants and consultants have performed comprehensive financial investigations and valuations for over 40 years. Bringing experience and expertise in a broad range of sectors to clients on every engagement, Baker Tilly's investigative accounting, business valuation and financial consulting services deliver clarity in the most complex situations. Their partners have a long history of serving as financial expert witnesses. They have testified as expert witnesses on the measurement of economic damages, business valuation issues and fraud examinations in dispute proceedings and litigation in State and Federal courts across the U.S.
    Degrees/Licenses
    CPA's, ABV's, CFF's, CFE's, MAFF's
    Formal Education
    MBA, Cornell University; BS, Business Administration, Miami University
    Honors/Awards
    Accounting Today Top 100 Firms (2012-2017); Best Firms to Work for (2012-2016); Best Expert Service Provider (2005-2016)
    Prof. Affil.
    Baker Tilly International
    Prior Expert
    Frank Wisehart is a court approved expert witness with over 20 years of experience in: forensic accounting; business valuation; IP valuation; family law; transaction due diligence; damages; bankruptcy/reorganization. He is a trusted advisor on the financial implications of strategic transactions and business disputes.
  • Mark R. Newton CPA
    Vice President, Shareholder
    Hagen, Streiff, Newton & Oshiro, Accountants, PC

    San Francisco Area Headquarters
    1330 Broadway, Suite 430
    Oakland, CA 94612-

    Phone: (510) 740-0374
    Fax: (510) 740-0190
    Email: mnewton@hsno.com
    www.hsno.com

    Specialties
    Qualified expert in State and Federal Court. Nationally recognized and respected authority in the measurement of economic damages, business valuation, business interruption, insurance claim measurement, fidelity / surety bonds, construction claims, fraud investigations, employee dishonesty, and personal injury cases.
    Degrees/Licenses
    BA, CPA, ABV, CFF.
    Formal Education
    BA, Economics, University of California at Los Angeles, 1974; Continuing Professional Education requirements fulfilled as required by California State Board of Accountancy.
    Reg/Lic
    Certified Public Accountant, California, 1979, Certificate # 27261E.
    Honors/Awards
    Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants
    Prof. Affil.
    American Institute of Certified Public Accountants; California Society of Certified Public Accountants; San Francisco Property Claims Association; National Association of Forensic Economists.
    Prior Expert
    Mr. Newton has testified as an expert witness on many occasions in Superior Court, Federal Court, arbitrations and insurance appraisals. He has also testified before the International Trade Commission in Washington, DC regarding a patent infringement case.
  • FULCRUM INQUIRY
    David Nolte
    Principal

    888 S. Figueroa Street, Suite 2000
    Los Angeles, CA 90017-

    Phone: (213) 787-4111
    Fax: (213) 891-1300
    Email: dnolte@fulcrum.com
    www.fulcrum.com

    Specialties
    Our analysis and research combined with unique presentation techniques provide an unequaled track record in successful court cases and client recoveries. Our expertise encompasses damages analysis, lost profit studies, business valuations, fraud investigations, and economic analysis. See our ad on the inside back cover.
    Degrees/Licenses
    CPA; CFA; ASA; PhD; MBA.
  • Barbara Luna PhD
    Partner
    White, Zuckerman, Warsavsky, Luna & Hunt

    15490 Ventura Blvd., Suite 300
    Sherman Oaks, CA 91403-

    Phone: (818) 981-4226
    Fax: (818) 981-4278
    Email: expert@wzwlh.com
    www.wzwlh.com

    Specialties
    Expert witness testimony for complex litigation involving damage analyses of lost profits, unjust enrichment, reasonable royalties, lost earnings, lost value of business, forensic accounting, fraud investigation, and investigative analysis of liability. 500+ times testifying as an expert witness at trial and arbitration. Excellent communications with extensive testimony experience throughout CA and other states. Experts hold PhDs, MBAs, JD's, CPAs, ASAs, CVAs, ABVs, CGREAs, CFFs and CFEs. Prior Big Four accounting firm experience. Areas: Accounting, breach of contract, breach of fiduciary duty, business interruption, business dissolution, cash flows available for support, class actions, construction defects + economic damages, delays and cost overruns, elder abuse, false advertising, fraud, insurance, intellectual property including trademark, patent and copyright infringement, and trade secrets, lemon law, lender liability, misrepresentations, partnership disputes, personal injury, product liability, professional malpractice, real estate disputes, securities litigation, tracing, trusts & estates, unfair competition, valuation of businesses, white collar crimes, and wrongful termination.
    Degrees/Licenses
    PhD, CPA, CFE, ASA, CVA, ABV, CGREA.
    Formal Education
    PHD - Applied Math - Harvard MBA/JD - UCLA
    Prior Expert
    ***Names to be included under Barbara: Dean Atkinson, Partner (who is a CPA, CFE and ABV), John Luna, Partner (who is a CPA, CFE, ABV, JD and MBA), Venita McMorris, Partner (who has an MA in Economics). All the degrees and licences of the above names should be included in the Degree/Licence section.
  • Steven Bankler CPA
    Steven Bankler, CPA, Ltd.

    9901 IH-10 West, Suite 670
    San Antonio, TX 78230-2246

    Phone: (210) 691-3133
    Alternate: (888) 683-2727
    Fax: (210) 691-3233
    Email: steven@bankler.com
    www.bankler.com
    www.LinkedIn.com/pub/steve-bankler/2/470/658

    Specialties
    Accounting Expert Witness since 1994. Certified Forensic Accountant - bankruptcy, IRS, business damages. Certified Financial Forensic - U.S. Senate's only Whitewater Investigative accountant. Reviewed audit of Swiss banks for holocaust victims' assets.
    Degrees/Licenses
    CPA; PFS; Cr.FA; CFF; CGMA.
  • RSM
    John Tira CPA

    44 Montgomery Street, Suite 3900
    San Francisco, CA 94104-

    Phone: (415) 848-5313
    Fax: (415) 848-5353
    Email: john.tira@rsmus.com
    www.rsmus.com/litigation

    Specialties
    RSM is the 5th largest accounting and consulting firm in the United States, with more than 90 offices throughout the country, including San Francisco, San Jose, Los Angeles, Orange County and San Diego. Our financial investigations and dispute advisory practice provides strategy and support to counsel, corporations and clients in the areas of business and commercial litigation, forensic accounting, financial investigations, matters involving fraud, contract compliance issues and royalty inspections. Our services include assessing and quantifying economic damages and providing financial and accounting analysis in a variety of contested settings including contract disputes, post-closing/acquisition disputes, breach of fiduciary duty matters, real estate disputes, partnership disputes and white collar criminal proceedings. We also have extensive experience performing forensic accounting analyses, conducting financial investigations and evaluating matters involving fraud. Our qualified professionals have experience providing expert witness testimony at deposition, arbitration and trial.
    Degrees/Licenses
    CPAs; CFFs; CFEs; ASAs; CFAs; CVAs; ABVs.
    Honors/Awards
    Qualified professionals have experience providing expert witness testimony at deposition, arbitration and trial.
  • Mark Cohen
    Chief Economist
    Cohen Volk Economic Consulting Group

    1155 Alpine Road
    Walnut Creek, CA 94596-

    Phone: (925) 299-1200
    Fax: (925) 482-0824
    Email: mcohen@cohenvolk.com
    www.cohenvolk.com

    Specialties
    High quality, reasonably priced economic analysis/valuation in business, personal injury, wrongful death, employment discharge and marital litigation. Lost earnings, future care costs, labor/job markets consultation/studies. Develop/broker structured settlements.
    Degrees/Licenses
    BS, MS, MA, Cert. Earnings Analyst, Lic. Life Agent (CA).
    Formal Education
    BS, Finance, University of CA, Berkeley; MS, Finance, Boston University; MA, Counseling, St. Mary's College.
    Reg/Lic
    Certified Earnings Analyst, Lic. Life Agent (CA).
    Previous/Current Position
    Vice President, The Udinsky Group. Adjunct Professor of International Investments, Dominican College. Adjunct Professor of Money and Banking, Statistics and Management, European Business School; Board Member, Bay Area Psychotherapy Training Institute.
    Honors/Awards
    Graduated first in Boston University Master's Program. Honor's Student's Society, University of CA, Berkeley.
    Prof. Affil.
    American Society of Appraisers (Business Valuation); American Rehabilitation Economics Association; American Economic Association; Career Planning Faculty Committee at Dominican College.
    Publications
    3, "The Economics of Employment Discharge."
    Prior Expert
    30+ years experience in analyzing losses in Business, Personal Injury, Wrongful Death, Employment Discharge, Marital Litigation.
  • Celeste K. Plaister CPA
    Principal
    Celeste K. Plaister CPA

    209 Prune Tree
    Healdsburg, CA 95448-

    Phone: (707) 431-7422
    Alternate: (707) 326-1999
    Email: Celeste@ckplaister.com
    www.ckplaister.com

    Specialties
    Economic damages, lost profits, business valuations, construction defect claims, labor disputes, personal injury, family law and trust / estate matters. Over 15 year's forensic accounting/expert witness experience in San Francisco Bay Area.
    Degrees/Licenses
    CPA; CFF; ABV.
  • Phillip H. Allman PhD
    Principal
    Allman & Petersen Economics, LLC

    7677 Oakport Street, Suite 610
    Oakland, CA 94621-

    Phone: (510) 382-1550
    Fax: (510) 382-1472
    Email: jeff@allmaneconomics.com
    www.allmaneconomics.com

    Specialties
    Analysis of wage/benefit losses; Valuation of business interruption or closure; Stock option valuation; Analysis of employment class action; 35 years of experience as an expert witness in economics.
    Degrees/Licenses
    BA, MS, PhD in Economics.
  • Joanna Moss Ph.D

    5 Montrose Road
    Berkeley, CA 94707-

    Phone: (510) 527-9333
    Fax: (510) 315-3182
    Email: joannagmoss@yahoo.com

    Specialties
    Analysis of economic losses in personal injury, wrongful death and wrongful termination. Expertise in calculation of damages include lost earnings and benefits analyses, household services, life care plans, future expenses, and pension losses. 30 years of experience as an expert witness in economics providing trial testimony throughout California in state and federal court as well as in arbitrations.
    Degrees/Licenses
    B.A., M.A., Ph.D. in Economics.
    Previous/Current Position
    Professor Emerita, Department of Economics, San Francisco State University, May 2014 – Present, Full Professor Department of Economics, San Francisco State University, 1989-2013, Associate Professor, Sept. 1984 – Aug. 1989; Assistant Professor, Department of Economics, San Francisco State University Sept. 1979 – Aug. 1984, Lecturer, Department of Economics, San Francisco State University, Jan. 1976 – August 1979.
    Prof. Affil.
    National Association of Forensic Economists, American Economics Association, Western Regional Science Association
    Publications
    Globalization and Free Trade, Foreward Facts on File, Infobase Learning Company, 2012 Trade in the Americas From NAFTA to Bilateralism," in International Economics and International Economic Policy, 5th edition, McGraw Hill, 2008. Economic Developments during NAFTA’s First Decade,"in International Economics and International Economic Policy, 4th edition, McGraw Hill, 2004. NAFTA Agreement, the First Five Years," in International Economics and International Economic Policy, 3rd edition, McGraw Hill, 2000. The North American Free Trade Agreement: Pros and Cons," Western Economics Association Meetings, San Francisco, July 1992. Trade Diversification in Black Africa," (Journal of Modern African Studies, (Volume 27, Number 3, Cambridge University Press, 1989). "The Evolution of Trade Under the Lome Convention: The First Ten Years," EEC and the Third World: A Survey 6,(Overseas Development Institute, Hodder & Stoughton, London, England, 1987). Emerging Japanese Economic Influence in Africa (Institute of International Studies, University of California, Berkeley, 1985). "Trade Between the ACP and EEC During Lome I," EEC and the Third World: A Survey 3, (Overseas Development Institute, Hodder & Stoughton, London, England, 1983). The Lome Conventions and their Implications for the United States (Westview Press, 1982).
    Prior Expert
    Over 30 years of expert experience in forensic economics performing hundreds of economic evaluations, damage assessments, measurement of economic losses including loss income and benefits as well as evaluations of life care plans and future care needs as it pertains to personal injury, wrongful death, medical malpractice, wrongful termination, labor and maritime related actions throughout California in State and Federal court as well as in arbitrations. As a professor of economics, I am an experienced speaker who has testified as an expert witness on numerous occasions in these legal court venues.
  • Dr. Joseph D'Antoni
    Managing Principal
    Corporate Sciences Inc.

    3215 E. Foothill Blvd.
    Pasadena, CA 91107-

    Phone: (626) 440-7200
    Alternate: (626) 564-9800
    Fax: (626) 440-1800
    Email: jsdantoni@hotmail.com
    www.corporatesciences.com

    Specialties
    Economic damages, Real Estate, Environmental, Fraud, Forensic Accounting, Insurance, Intellectual Property, Loss Profits, Securities, Lender Liability, Bank and Mortgage Underwriter, Bankruptcy, Business Valuation, Real Estate Valuation, Employment, Oil & Gas
    Degrees/Licenses
    Licensed Real Estate Broker; Financial Advisor
    Formal Education
    Doctorate, Behavioral Economics, University of Southern California, 1972; MBA, Economics and Finance, Louisiana State University, 1968; B.S., Business & Economics, University of Louisiana - Lafayette, 1966
    Reg/Lic
    Broker, CRE, FRICS, Real Estate & Business Appraiser
    Previous/Current Position
    Resume upon request
    Prof. Affil.
    Counselors of Real Estate; Fellow, The Royal Institution of Chartered Surveyors (FRICS); Appraisal Institute (Associate Member); Mortgage Bankers Association; California Real Estate and Business Broker - Licensed; Management Consultants of Southern California; National Association of Forensic Economics; Board of Editors - National Association of Forensic Economics; American Economic Associations; Who's Who in American Colleges and Universities
    Publications
    Three publications in academic journals, Board of Editors National Association of Forensic Economics
    Prior Expert
    45 years experience with over 200 state, federal and international court trials
  • Gerald Roy Spencer PE
    Expert Witness and Forensic Engineer
    Spencer Engineers, Inc.

    4635 Southwest Freeway, Suite 900
    Houston, TX 77027-7104

    Phone: (713) 621-2482
    Alternate: (800) 383-9685
    Fax: (713) 621-3956
    Email: gspencer@spencerae.com
    www.spencerae.com

    Specialties
    Expert Witness and Forensic Engineer for HVAC, Electrical Power, Lighting, Medical Gases, Fuel and Plumbing Systems. Engineering Expert Construction Contract Administration Expert. Forensic Engineer for mechanical and electrical problems. Final US Government Construction Cost Estimating Expert and Damage Model Documentation Expert. Life Cycle Economic Cost Analysis Report Expert - Energy Consumption Analysis Expert.
    Degrees/Licenses
    P.E.
    Formal Education
    BS, Mechanical Engineering, Texas A&M, 1961.
    Reg/Lic
    Registered Professional Engineer (TX, IN, AZ); NCEES Certification No. 7447; Record of Professional Engineering Registration in 26 states.
    Previous/Current Position
    Spencer Engineers, Inc. 1971-present; Spencer & Associates, Consulting Engineers 1968-1971; Wyatt C. Hedrick Architects and Engineers, Inc. 1965-1968; Bernard Johnson Engineers, Inc. 1961-1965.
    Prof. Affil.
    Chairman, City of Houston Plumbing Code Review Board - 1970 - present; American Society of Heating Refrigerating and Air Conditioning Engineers - 1962 - present; American Society of Mechanical Engineers; Society of American Military Engineers; The Institute of Electrical and Electronic Engineers; National Fire Protection Association; American Society of Plumbing Engineers.
    Prior Expert
    Extensive experience as a multi-discipline design AE project manager and Engineer of Record (EOR) for more than 200 federal construction projects in the last 41 years. Has prepared more than 200 Final Government Construction cost estimates. Has extensive experience as the Mechanical and/or Electrical EOR for more than Metals/Metallurgy construction projects during the past 44 years.
  • Randy Sugarman
    Managing Partner
    Sugarman & Company LLP

    505 Montgomery Street, Suite 1063
    San Francisco, CA 94111-

    Phone: (415) 395-7501
    Alternate: (415) 314-6566
    Fax: (415) 658-2858
    Email: rsugarman@sugarman-company.com
    www.sugarman-company.com

    Specialties
    Forensic accountant. Expert witness testimony on management and financial issues. Accounting malpractice expert. Litigation support. Workout and bankruptcy consultant. Assumes management responsibilities, implements cost controls, negotiates with creditors, and supervises asset liquidation. Acts as a State Court Referee and Receiver, Federal Bankruptcy Trustee, and Examiner. Federal Court Special Master.
    Degrees/Licenses
    CPA, MBA, CFE, CIRA, CFF.
    Formal Education
    BA and MBA, Stanford University.
    Previous/Current Position
    Randy Sugarman, Managing Partner, founded Sugarman & Company LLP in 1977. Mr. Sugarman was previously associated with the national accounting firms of Main Hurdman (now KPMG Peat Marwick) and Kenneth Leventhal & Company (now Ernst & Young).
    Prof. Affil.
    Association of Insolvency Accountants, Turnaround Management Association, American Bankruptcy Institute, National Association of Certified Fraud Examiners, California Bankruptcy Forum, American Institute of Certified Public Accountants, BASF and California Society of Certified Public Accountants. A founding member of the Turnaround Management Association, where he served on the Board of Directors. Mr. Sugarman also previously served on the Board of Directors of the Bay Area Bankruptcy Forum and on the California Society of Certified Public Accountants' Committee on Taxation.
    Prior Expert
    Expert witness testimony on management and financial issues in 60+ litigation cases. Appointed State Court Referee and Receiver, Federal Bankruptcy Trustee, Assignee for Benefit of Creditors or Examiner with over 50 years experience.
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